Search Results for: client lifecycle management

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Global Fintech Series Interview with Jeff Marsden, Chief Product Officer at PureFacts

Paroma Sen
Jeff Marsden, Chief Product Officer at PureFacts chats about AI in fintech and how it’s enabling better investment cycles in today’s financial ecosystem in this catch-up with Global Fintech Series: ___________   Tell us about yourself and your role at PureFacts. We’d also love to hear about your time in......
Clearwater-Analytics-Strengthens-Leadership-Team-with-Appointment-of-Fleur-Sohtz-as-New-Chief-Marketing-Officer
Investment Services News

Clearwater Analytics Strengthens Leadership Team with Appointment of Fleur Sohtz as New Chief Marketing Officer

PR Newswire
Seasoned Marketing Executive to Accelerate Brand Evolution and Client Success Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced the appointment of Fleur Sohtz as its new Chief Marketing Officer. Fleur joins Clearwater Analytics with 25 years’ experience scaling high-growth companies, achieving double-digit revenue......
Applied Launches Epic Dashboards, All-New Embedded Data Analytics Capability Natively in Applied Epic
Analytics News

Applied Launches Epic Dashboards, All-New Embedded Data Analytics Capability Natively in Applied Epic

GlobeNewswire
New interactive data visualization capability transforms vital business performance data for specific agency roles Applied Systems announced the general release of Epic Dashboards, embedded analytics within Applied Epic, for users in the U.S. and Canadian markets. Epic Dashboards democratizes access to the vast data captured in Applied Epic, organizing it......
SoftLedger Announces Strategic Partnership with Valueonshore to Deliver Comprehensive Accounting Solutions
Fintech News

SoftLedger Announces Strategic Partnership with Valueonshore to Deliver Comprehensive Accounting Solutions

EIN Presswire
Partnership leverages Valueonshore’s expertise in accounting and SoftLedger’s software for a complete accounting solution for tech and finance companies. SoftLedger, a leading provider of cloud-based accounting software is pleased to announce a strategic partnership with Valueonshore, a premier international business advisory firm. This partnership will leverage Valueonshore’s extensive expertise in accounting and SoftLedger’s......
defi SOLUTIONS Announces New Partnership with F&I Sentinel to Bring Comprehensive After-Market Finance and Insurance Compliance to Lenders
DeFi InsurTech News

defi SOLUTIONS Announces New Partnership with F&I Sentinel to Bring Comprehensive After-Market Finance and Insurance Compliance to Lenders

Business Wire
Two industry leaders partner for the good of the lending industry. defi SOLUTIONS, the leading provider of originations, servicing, and managed servicing software and services, is pleased to announce the addition of F&I Sentinel to the defi family of providers partnering to improve fintech for the lending industry. “F&I Sentinel......
Luma Financial Technologies Partners with Gradient Insurance Brokerage to Offer Advanced Annuity Tools to KonnexME Platform
Finance Fintech News

Luma Financial Technologies Partners with Gradient Insurance Brokerage to Offer Advanced Annuity Tools to KonnexME Platform

Business Wire
Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products, and annuities platform, is pleased to announce their latest partnership with Gradient InsuranceBrokerage, LLC (“Gradient”), an independent marketing organization specializing in fixed annuities and life insurance. This collaboration is poised to empower Gradient’s proprietary KonnexME platform, equipping financial services......
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Global Fintech Series Interview with Shantala Sadananda, President of Banking and Financial Services; Communications, Media, Entertainment; and Emerging Markets at Innova Solutions

Paroma Sen
Shantala Sadananda, President of Banking and Financial Services; Communications, Media, Entertainment; and Emerging Markets at Innova Solutions chats about the latest innovations defining digital wallets and payment trends across the global fintech landscape: Hi Shantala, tell us about yourself and your fintech journey… Thank you for having me! I’ve been......
Fieldguide Extends Its Revolutionary AI Platform to Financial Audits: Transforming the Audit Process with End-to-End Intelligence, Efficiency, and Accuracy
Artificial Intelligence Finance Fintech News

Fieldguide Extends Its Revolutionary AI Platform to Financial Audits: Transforming the Audit Process with End-to-End Intelligence, Efficiency, and Accuracy

GlobeNewswire
Fieldguide, the first and only provider of end-to-end AI software for audit and advisory services, is proud to announce the launch of Fieldguide for Financial Audit, a groundbreaking AI-powered platform designed to drive efficiency across the entire audit lifecycle. This revolutionary platform combines Fieldguide’s cutting-edge AI capabilities with award-winning end-to-end......
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